Avantax Wealth ManagementSM
Avantax Wealth ManagementSM is our Broker and Registered Investment Advisory firm. Since 1983, Avantax has provided financial professionals with tools, processes, and platforms to combine tax-focused decisions and wealth management strategies that optimize a client’s financial success. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services are offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.
3200 Olympus Blvd.
Suite 100 Dallas, TX
75019
972-870-6000
SigniFI Elite Advisor Marketing
This collaborative network of industry peers helps ensure we deliver best-in-class communications, marketing, and client experience. We learn from other accomplished financial advisors – tapping into their knowledge, experience, and lessons learned to ensure DKS Financial Strategies clients have efficient and engaging interactions with our firm.